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Prosperity Financial Solutions
- Investment Service
- Palm Beach Gardens, FL
About this business
Location details
100 Village Square Crossing, Suite 103, Palm Beach Gardens, FL, 33410, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | 9:00 a.m. to 5:00 p.m. | |
| Sun | 9:00 a.m. to 5:00 p.m. |
First met David at a seminar at the IRSC campus in Vero Beach. My old advisor was horrible, it had been two years since he contacted me. Turning 65 this year it was critical for some planning. David's presentation was informative and he made it fun too! I decided to reach out. I needed help and he was and has been very good. Taking time to ask questions about my needs, wants and concerns. He came up with multiple ideas and then we sat down and reviewed them. It was such a relief to have him in my corner. That was ov... read more
I highly recommend Prosperity Financial Solutions, especially after talking with David. As a teacher preparing for retirement, my husband and I found David to be incredibly informative and patient. Our journey started with an event at our local library, which was followed by two helpful one-on-one Zoom meetings. He listened patiently and thoroughly answered all of our questions which helped calm some of my fears about retirement planning. Also, he helped us understand the immediate steps needed to protect ourselves financia... read more
We've had the benefit of David's expertise and commitment for 30 years. Always attentive to our needs and goals and unfailingly ready to advise and assist based on current market conditions and investment vehicles. Our retirement wouldn't be anywhere near its current level without his personal attention, knowledge and enthusiasm. Always grateful!
True professional and trustworthy. He has a great team that keep in touch, good communication. Call him or his team anytime. Keeps the financial talk to the audiences level so it is easy to understand. I am a Finance Risk Management professional and not elementary yet my wife also understands. Planning is flexible as life changes…but David makes the transition smooth.
Great experience from David Wilcox. Gained knowledgeable information for my retirement, and future investment. Love the fact that he keeps up with my account and checks in to make sure all is in order or to answer any questions I may have. I know I can call anytime, and he will get back to me soon. Love the classes he offers as well.
Frequently asked questions about Prosperity Financial Solutions
How is Prosperity Financial Solutions rated?
Prosperity Financial Solutions has a 4.3 star rating with 6 reviews.
When is Prosperity Financial Solutions open?
Prosperity Financial Solutions is closed now. It will open at 9:00 a.m.